Our services

Succession Planning and Family Governance

Guiding leadership transition, cultivating legacy building, enhancing interpersonal dynamics, and promoting sustainable wealth growth across generations

Family Office

Designing a single or virtual family office that serve the needs of your family - record management, personal assistant, booking keeping, financial analysis

Wealth Structure Health Check

A critical review of your wealth structure to ensure it continues to serve your purpose, identify potential issues and recommend improvement areas

Family Education workshops

Empowering families to thrive with responsible wealth management, young leadership, effective communication, and healthy lifestyle practices

Family Retreat

Arranging a retreat for your family to host family meeting in a relaxing environment

Coaching, Mentoring and child development

Life coaching and mentoring for rising generations to help them achieve their potential with skill-building programs for communication, decision-making and problem-solving

Succession Planning and Family Governance

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Wealth Structure Health Check

• pre-review meeting to understand concerns and issues to focus on

• Review the whole trust structure including the underlying entities

• Review trust deed and all supplemental deeds

• Review trust accounts

• Review corporate documents of underlying entities

• review trustee resolutions (for private trust company only)

• Memorandum on the review and recommendation on improvement

• post-review meeting to discuss the memorandum

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Family Office design and implementation

• learn about how each of your family members manage his person assets and affairs

• identify areas that you may want assistance and conduct cost analysis

• propose the legal and operational structures of the family office

• advise on the regulation relating to family office and the tax implication

• assist you to recruit the right talents, rent office, get the office up and running

Family Office

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• sit down with you to learn about your family, the relationship and dynamics

• listen to your concerns and ideal situation

• understand how your family make decision, communicate, resolve conflicts

• listen to your family story, your value, vision, tradition and rituals

• consider your family circumstances and propose a governance structure

• discuss the proposed governance structure with you

• draft the family governance document with your input from time to time

• explain the governance document to your family

• facilitate family meeting

• establish your family's balance sheet

Family Governance

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Family Education workshops

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Family Retreat

• partner with you to design a unique family retreat for your family to gather in a relaxing environment to strengthen family bond, to better connect and to nourish the mind, body and soul of your family

• understand your goal and what appeal to your family

• design the agenda with you

• pre-retreat briefing

• arrange all the logistics - flight, local transfer, accommodation, restaurants

• facilitate family meeting

• host family education workshop on topics that interest your family, such as positive mindset, nutrition, exercise, longevity, healthy habits, social skill

• arrange activities to explore the local area like hiking, cycling, skiing, boat trip

• arrange activities such as yoga, meditation, spa, cooking class

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Coaching, mentoring and child development

Coaching

• design and live the life you want

• simplify your life

• build healthy habits

• improve physical and mental health and general wellbeing

• extend your boundaries

• zap the tolerations

• unlock your potential

• find work-life balance

• create a reserve

• maintain fun and healthy relationship in your life

Mentoring

• mentor next-generation leaders for family-owned businesses or initiatives

• Provide leadership coaching and development programs tailored to individual family members

• 1-2-1 regular meetups to help younger generation to develop personal growth and plan for future

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